CISI creates head of financial planning role to promote CFP qualification

CISI merged with the IFP in November

Carmen Reichman
clock • 2 min read

The Chartered Institute for Securities & Investment (CISI) has created a new role to lead its efforts to promote financial planning in the UK.

CISI is looking for a head of financial planning whose main objective will be to "help develop and implement the CISI's strategy to promote and increase the number of CFP professionals in the UK". The post will be open to candidates who have "extensive knowledge and experience within the financial planning environment", CISI chief executive Simon Culhane said. Although an advantage, it will not be mandatory for candidates to be Certified financial planners themselves. CISI merged with former financial planning body, the Institute of Financial Planning (IFP), last November, despite ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Rosemount adds 16 advisers to network in third quarter

Rosemount adds 16 advisers to network in third quarter

Network posts net growth of 23.5%

Isabel Baxter
clock 07 November 2025 • 2 min read
Verso transfers investment management arm custody to Third Financial

Verso transfers investment management arm custody to Third Financial

Extends partnership with Nucleus in a five-year deal

Isabel Baxter
clock 06 November 2025 • 1 min read
Titan in 'strong position' to integrate IWP within four months

Titan in 'strong position' to integrate IWP within four months

Co-CEOs Fearon and Kaberry on getting the IWP integration ‘right’

Isabel Baxter
clock 05 November 2025 • 2 min read